RWMGX vs. SCHD
Compare and contrast key facts about American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Schwab U.S. Dividend Equity ETF (SCHD).
RWMGX is managed by American Funds. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
RWMGX vs. SCHD - Performance Comparison
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RWMGX vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | -3.10% | 17.56% | 19.35% | 17.58% | -8.17% | 28.84% | 8.02% | 25.78% | -5.91% | 20.38% |
SCHD Schwab U.S. Dividend Equity ETF | 12.17% | 4.34% | 11.66% | 4.54% | -3.26% | 29.87% | 15.03% | 27.29% | -5.56% | 20.85% |
Returns By Period
In the year-to-date period, RWMGX achieves a -3.10% return, which is significantly lower than SCHD's 12.17% return. Both investments have delivered pretty close results over the past 10 years, with RWMGX having a 12.45% annualized return and SCHD not far behind at 12.25%.
RWMGX
- 1D
- 2.22%
- 1M
- -5.83%
- YTD
- -3.10%
- 6M
- -1.25%
- 1Y
- 13.30%
- 3Y*
- 16.48%
- 5Y*
- 11.52%
- 10Y*
- 12.45%
SCHD
- 1D
- -0.55%
- 1M
- -3.43%
- YTD
- 12.17%
- 6M
- 12.91%
- 1Y
- 13.70%
- 3Y*
- 11.84%
- 5Y*
- 8.32%
- 10Y*
- 12.25%
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RWMGX vs. SCHD - Expense Ratio Comparison
RWMGX has a 0.27% expense ratio, which is higher than SCHD's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RWMGX vs. SCHD — Risk / Return Rank
RWMGX
SCHD
RWMGX vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) and Schwab U.S. Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RWMGX | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.88 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.32 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.05 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.17 | 3.55 | +2.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RWMGX | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.88 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.58 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.74 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.84 | -0.05 |
Correlation
The correlation between RWMGX and SCHD is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RWMGX vs. SCHD - Dividend Comparison
RWMGX's dividend yield for the trailing twelve months is around 10.74%, more than SCHD's 3.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWMGX American Funds Washington Mutual Investors Fund Class R-6 | 10.74% | 10.36% | 10.36% | 6.42% | 6.63% | 6.33% | 3.35% | 6.91% | 4.67% | 7.52% | 6.66% | 6.55% |
SCHD Schwab U.S. Dividend Equity ETF | 3.46% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
RWMGX vs. SCHD - Drawdown Comparison
The maximum RWMGX drawdown since its inception was -34.64%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for RWMGX and SCHD.
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Drawdown Indicators
| RWMGX | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.64% | -33.37% | -1.27% |
Max Drawdown (1Y)Largest decline over 1 year | -10.36% | -12.74% | +2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -16.85% | -1.61% |
Max Drawdown (10Y)Largest decline over 10 years | -34.64% | -33.37% | -1.27% |
Current DrawdownCurrent decline from peak | -6.32% | -3.43% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -3.14% | -3.34% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.75% | -1.43% |
Volatility
RWMGX vs. SCHD - Volatility Comparison
American Funds Washington Mutual Investors Fund Class R-6 (RWMGX) has a higher volatility of 4.41% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.33%. This indicates that RWMGX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWMGX | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 2.33% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 7.96% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.30% | 15.69% | -0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 14.40% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.33% | 16.70% | -0.37% |